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Forward-looking. Rigorous. And we see service as an art.

“We’re special because people understand that small is, in many ways, better. This means being able to help clients one on one. It’s a different world entirely. This focus on the clients is to their benefit, but it gives us time to do what we’re really hired to do, and that’s manage the money.” – Tom Sudyka, Portfolio Manager

For the Lawson Kroeker team, working with families and individuals to help create the future they want is not a job – it’s an art. Client service and individualized attention is a strong priority to us. Because we offer a low account-to-manager ratio, each client has direct interaction with their portfolio management team.

As an independent firm, we are unencumbered by Wall Street noise. Our location and our independence means there’s no need to cross-sell an organization’s products – instead, we can focus on your success, first. We’re also 100 percent employee-owned. This means each one of our clients receives personalized attention and portfolio construction based on their unique goals, needs and investment objectives.

When you work with our team, you can call or stop by at any time; you’re part of our family. But you don’t have to. You can enjoy the confidence of knowing we’re steadily doing our job. There’s also something to be said for having all your assets under one trusted name. We can handle your retirement, your taxable accounts, your trusts and mutual funds all under one experienced name.

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A better way

“It’s different here because you’re talking to the person who is selecting what you’re investing in. It’s a different set up than other firms. Here in our mutual fund, we know who our people are, and we are the ones making the decisions.” – Tom Sudyka, Portfolio Manager

Low-Pressure

“The firm is the right size to be closer with clients and offers well-considered investment advice. We can help clients achieve their goals and objectives because decisions are made in-house from our own team.”– Patrick Riordan, Director of Client Relations and Business Development

Our Story

“Being a smaller firm allows advisors to think much more long-term and to be patient for things to develop instead of rushing in. It creates an opportunity to gain clients’ trust and faith — and then it allows us the opportunity to actually carry those plans forward.” – Chad Clauser, Portfolio Manager

Your Success

“If the client has a smile on their face and if we’re helping them meet their goals …That’s the kind of competitiveness that drives all of us to win … For the client, not for an ad on TV.” – Tom Sudyka, Portfolio Manager

Long-Term

“I know first-hand the ideas the founders built the business upon – including a straightforward focus on long-term success.” – Edie Basch, Client Services Administrator/Operations

Good Advice

“We always told our clients and prospects that we planned on this being a permanent firm and others would come after us. They can count on the firm being around and consistent and staying the same. We keep it this way to preserve the philosophy, the approach and the culture.” – Ken Kroeker, Founder

What Matters Most

“This work can be fun. You do what you enjoy and there’s a service-minded philosophy. We look at several options together as a group and see what makes sense.” – Tom Sudyka, Portfolio Manager

Investment

“While there have certainly been changes in how investment management is handled, the path to success still looks a lot like it did in our beginnings. It’s consistent, focused and carefully considered.” –Bruce Van Kooten, Portfolio Manager